Client Intake Form

Do you have ALL of your tax documents? Keep in mind we CANNOT submit your return until all documents have been received by our office.

Yes

Taxpayer Full Name

Multi-line address

Country/Region

Address

City

Zip / Postal code

Taxpayer Email

Taxpayer Phone

Taxpayer Birthday

Filing Status

Single

Unmarried, legally separated, or divorced as of 12/31/2025.

Head of Household

Unmarried and paid over half the cost of maintaining a home for a qualifying dependent.

Married Filing Jointly

Legally married and filing one tax return together.

Married Filing Separately

Legally married but filing separate tax returns.

Qualifying Widow(er)

Spouse passed away within the last 2 years and you have a qualifying dependent child.

Social Security Number

Job Occupation

Spouse Full name

Spouse Email

Spouse Birthday

Spouse Social Security Number

Spouse ID Type

Spouse Job Occupation

Upload ID's of each Taxpayer(s) , Social Security Card(s). If you are filing Head of Household, please upload the necessary forms ( see more information below).

If you are filing as Head of Household, please upload documents showing your dependent’s residency and support. Upload at least one of the following: utility bill, lease agreement, mortgage statement, bank statement, divorce decree, separation agreement, or rent statement.

If you receive a IP PIN, please upload